Paraplanner / Trainee Paraplanner

JR United Kingdom; City of Edinburgh; On-site; GBP 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a motivated Paraplanner or Trainee Paraplanner to join their dynamic team in Edinburgh. This role offers the opportunity to work closely with financial planners, providing essential technical support and ensuring clients receive top-notch service. You will engage in drafting comprehensive advice and attending client meetings, all while contributing to a collaborative environment focused on financial excellence. If you have a passion for financial planning and a desire to grow in this field, this position is perfect for you.

Qualifications

• Experience in a Financial Planning/Advice firm is essential.
• Strong interest in becoming a Paraplanner is required.

Responsibilities

• Deliver excellent client service with the financial planning team.
• Draft effective advice with relevant client information.

Skills

Financial Analysis

Client Service

Technical Support

Education

Diploma in Financial Planning/Paraplanning

Job description

Social network you want to login/join with:

Paraplanner / Trainee Paraplanner, Edinburgh

Client:

Meraki Talent

Location:

Edinburgh, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

7

Posted:

18.04.2025

Expiry Date:

02.06.2025

Job Description:

Paraplanner / Trainee Paraplanner

Meraki Talent’s Financial Planning/Advice client is looking for a Paraplanner or Trainee Paraplanner to join their team in Edinburgh.

Responsibilities of the Paraplanner / Trainee Paraplanner:

1. Work with the financial planning and client service teams to deliver an excellent level of client service.
2. Provide technical support to financial planners by analyzing and modeling various financial scenarios.
3. Draft well-written and effective advice containing all the relevant information that clients need to be aware of, including conclusions and recommendations.
4. Attend client meetings alongside the advice team to conduct research.

Background of the Paraplanner / Trainee Paraplanner:

1. Experience working in a Financial Planning/Advice firm.
2. Experience working as a Paraplanner or strong interest in becoming a Paraplanner.
3. Diploma in Financial Planning/Paraplanning or willingness to study towards qualifications.

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